Technology Crossover Management VIII, Ltd.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
| Company | Schedule | Event date | Filed | Shares | % of class | Status |
|---|---|---|---|---|---|---|
| PAYO Payoneer Global Inc. | 13D/A none of the classified purposes | Jun 12, 2026 | 5mo | 34,197,116 | 10.2% | Current |
| RENT Rent the Runway, Inc. | 13G/A | Sep 30, 2024 | 1y | 197,481 | 5.4% | Unconfirmed since Sep 30, 2024 |
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P SmallCap 600 as of 2026-06-30, active share 99.9%; sector active share 63.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
5 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 74.3% | $246,316,091 |
| Communication Services | 25.6% | $84,846,684 |
| Consumer Cyclical | 0.1% | $325,843 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NRDY | Nerdy Inc. | −3,686,472 | 263,319 | $2,148,683 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PAYO |
Payoneer Global Inc.
Technology
|
Held | 34,197,116 | $244,167,408 | 73.66% | |
| Z |
Zillow Group, Inc.
Communication Services
|
Held | 2,735,000 | $74,200,550 | 22.38% | |
| ZG |
Zillow Group, Inc.
Communication Services
|
Held | 384,337 | $10,646,134 | 3.21% | |
| NRDY |
Nerdy Inc.
Technology
|
Reduced | 263,319 | $2,148,683 | 0.65% | |
| RENT |
Rent the Runway, Inc.
Consumer Cyclical
|
Held | 197,481 | $325,843 | 0.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.